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JPMorgan Chase

4,669 hedge funds and large institutions have $497B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,872 increasing their positions, 2,140 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 132

6% more funds holding in top 10

Funds holding in top 10: 798844 (+46)

0% more capital invested

Capital invested by funds: $496B → $497B (+$434M)

0% less funds holding

Funds holding: 4,6704,669 (-1)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,872 | Existing positions reduced: 2,140

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,669
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
62.55%
Holding in Top 10
844
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+5.76%
% of All Funds
11.31%
New
205
Increased
1,872
Reduced
2,140
Closed
132
Calls
$7.15B
Puts
$8.45B
Net Calls
-$1.3B
Net Calls Change
+$1.05B
Name Holding Trade Value Shares
Change
Change in
Stake
SC
3326
Sykon Capital
New York
$952K +$593K +2,325 +150%
BW
3327
Balance Wealth
Ohio
$952K +$989K +3,880 New
HPM
3328
Hoxton Planning & Management
West Virginia
$951K +$61.4K +241 +7%
PGA
3329
Portland Global Advisors
Maine
$951K +$34.9K +137 +4%
CAM
3330
Creekmur Asset Management
Illinois
$949K +$693K +2,718 +236%
BCM
3331
BluePointe Capital Management
California
$946K +$462K +1,811 +88%
NP
3332
Ninepoint Partners
Ontario, Canada
$946K -$48.9K -192 -5%
ACM
3333
Advance Capital Management
Michigan
$946K +$44.4K +174 +5%
GA
3334
GSG Advisors
New Jersey
$945K +$21.2K +83 +2%
GCM
3335
Goldstream Capital Management
Hong Kong
$942K
WPW
3336
Watershed Private Wealth
Illinois
$940K
SA
3337
SRN Advisors
Pennsylvania
$939K -$455K -1,783 -32%
PPA
3338
Pacific Point Advisors
California
$938K
TFA
3339
Tranquilli Financial Advisor
New Jersey
$937K -$409K -1,605 -30%
ML
3340
Mayport LLC
Massachusetts
$936K +$223K +875 +30%
LCM
3341
LCM Capital Management
Illinois
$935K
AWM
3342
Ariadne Wealth Management
California
$935K -$81.8K -321 -8%
TWM
3343
Tanager Wealth Management
United Kingdom
$935K -$366K -1,434 -27%
CCA
3344
Cottonwood Capital Advisors
Utah
$933K -$125K -491 -11%
PAW
3345
Plan A Wealth
Nebraska
$932K +$2.8K +11 +0.3%
EA
3346
Emerald Advisors
Washington
$930K +$148K +582 +18%
FFM
3347
Flagstone Financial Management
Nebraska
$928K
THL
3348
Tillman Hartley LLC
Colorado
$927K
BWA
3349
BlueSky Wealth Advisors
North Carolina
$924K
T
3350
Transce3nd
Texas
$924K -$166K -651 -15%

JPM Hedge Fund Activity: Q1 2025 in Review

4,669 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2025, worth a combined $497B — up 0.09% from $496B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new JPM positions and 132 closed out — a net gain of 73 holders — while 1,872 added to existing stakes and 2,140 trimmed.

The largest buyer was Barclays, adding an estimated $1.03B. The largest seller was Wellington Management Group, cutting an estimated $1.39B.

  • 4,669 institutional investors held JPMorgan Chase (JPM) as of Q1 2025, down from 4,670 in Q4 2024.
  • Funds reported $497B of JPMorgan Chase stock for Q1 2025, up 0.09% quarter-over-quarter.
  • 205 funds opened new JPMorgan Chase positions in Q1 2025 and 132 closed out, a net change of +73 holders.
  • The largest JPMorgan Chase buyer in Q1 2025 was Barclays, an estimated $1.03B added.
  • The largest JPMorgan Chase seller in Q1 2025 was Wellington Management Group, an estimated $1.39B sold.

Based on aggregated 13F filings for Q1 2025.